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Statements

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household statements

when families are set up as household, each family member's statement is sent as a separate email and you don't know whose is whose. You just have to enter a date of birth until you get to the right one. It would be helpful if a household account ...
Sarah Karacic 4 months ago in Statements 0 Waiting for Review

ability to customize statements message

" Want to add that wording to statements. I have many patients struggling with being able to put DOB in and scrolling through the months. Instead of clicking the Month and year in the top left then scrolling though to correct month and year." - CH...
Sarah Karacic 4 months ago in Statements 0

Date Column for When a Statement was Created

under billing - statements - created statements to ADD a column that shows the date statement was created
Sarah Karacic 5 months ago in Statements 0 Planned

The ability to upload file that is a copy of the EOB they get from paper checks

They want the ability to upload an EOB from a paper check into the software and have it tied to the patient's claim. This way when they are in that patient's ledger they can click on the file attached to be able to view that EOB. There is another ...
Guest 8 months ago in Statements 0 Future consideration

To have a link within the patient's ledger where they can view and/or preview the ERA that is tied to that claim

Other EHRs do this and it is a quick way of seeing the ERA when looking at a patient's claim in their ledger. Currently the only way a clinic can see the ERA is in the ERA report. This means they will have to toggle between tabs to do this or leav...
Guest 8 months ago in Statements 0 Planned